SmartFusion Modules > Payroll > Taxes > Quarterly Tax Reports

Recent Changes: 
6.230 - Fixed the schedule B year. It was showing as 2024, and will now show as 2025, as intended.

6.229 - Added the 2025 Federal 941. 

6.219 - Updated the Federal 941 to show a negative amount for Item #8 on Page 1 (Current quarter's adjustment for sick pay).  

6.213 - Added ability to build electronic file for NC State Tax Withholding Report(NC-5Q).

6.205 Supplemental - "Hours Worked" and "SOC Code" were added to the NC Unemployment Export file  

6.204 
- Added the 2024 Federal 941. 
- Changed the popup to only ask for Box 11 and Box 13 for the Federal 941, if the year is 2024.

6.200/6.199 Supplemental Release - Added rounding to the quarterly wage and the excess wage to ensure that exports and reports matched.

6.199 - Added a checkbox for 'Create withholding return file for ALDOR' which is visible only for Alabama clients.

6.198 - Updated the calculations for Additional Medicare in the Federal 941 to include special compensation wages  

Refer to bottom of page for changes prior to version 6.190

Introduction

There are multiple reports and exports available from this menu option and one must be selected.

For regular payroll runs, employees who have a pay type that has a w2 pay type designated as Supernumerary are not included in the quarterly tax reports

End period to report - Current Quarter, Quarter 1, Quarter 2, Quarter 3, Quarter 4

Federal tax withholding reports - 941 and 941b

  • Type of Depositor
    • Monthly
    • Semiweekly - if selected will check the semiweekly checkbox on page 2 and will not enter values for month 1, 2, and 3.

For 2020 forms going forward, a popup box will appear with input fields for sections 11 and 13. Once OK is selected, the 941 form will be displayed. Fields displayed as "Reserved for future use.." will be disabled. For 2024 and 2025, only box 11 and 13 will be available for input.

State tax withholding report (Will not be visible for Florida customers)

NC-3 Annual Withholding Reconciliation (North Carolina Only)

State Unemployment Reports

This report will display the employer quarterly contribution and wage reports and will also create a file. The reports show the following:

  • Taxes due for the quarter
  • Details on each employee that had wages and totals for those wages. If an employee had no wages for the date range then they will not appear on this report. Wages that have been voided will not appear on this report.

Required Setup
The following system settings are required in order to create the file:

  • Organization Name and Address in the system file
  • Federal Tax Id in the Payroll system file
  • In South Carolina, Mississippi, Louisiana, and Illinois it is required that the Contact Person information is filled out in the Payroll system file under the W-2 section.

Alabama

Florida

Will be called State Reemployment Reports for Florida Customers Florida Reemployment Tax

Georgia

Georgia Quarterly Wage File Format

Illinois, Louisiana, Mississippi, Pennsylvania

North Carolina

Export Format - DES (old format) or CSV (new format)
NC Unemployment Export File Format (CSV)

South Carolina

SC Quarterly Wage Export File Format

Texas

Texas Unemployment Export File Format

Create withholding return file for ALDOR (Alabama Only)

Changes Prior to Version 6.190

6.187 - Added a new option to select the format for the NC Unemployment Export file

6.176 - Added the 2023 Federal 941 and Federal 941B forms (Rev. March 2023).  

6.170 - Added a "Type of Depositor" radio button group with Monthly (default) and Semiweekly options. These will be saved to the configuration file when printing and will default to the saved value after printing.  
- Updated the calculations for taxable wages subject to Additional Medicare Withholding so that wages from a previous quarter were excluded.   

6.159 - Updated the Federal 941 (June 2022) and Federal 941B forms  

6.152 - Added an updated pop-up for 2022 Federal 941 that includes entries for sections 11 and 13

6.151 - Updated the menu selection to only show "SC Quarterly Reports" for SC; Updated the logic for Additional Medicare to be based on Medicare Wages and display in Schedule B  
- Added the 2022 form for Federal 941

6.150 - Updated data pull, report and export for Texas unemployment to include both gross wages and taxable wages; Added new field to form for TWC Account Number   
6.147 - Added unemployment report for Texas  

6.141 - Added organization name and Federal tax id to pages 2 and 3 in the 941 reports.  

6.136 - Fixed an issue where the voided checks were not getting reflected in the State Wages and State taxes withheld in the 'State tax withholding report'  for the state of Illinois.  

6.125 For federal forms only:
 - Added new 2021 form that will be generated if the year for the date range is in 2021
 - Ensured the 2020 form will be generated if the year for the date range is in 2020
 - Update field 13b to say "Reserved for future use" if the form is for 2021.
 - Removed radio button for Standard/Covid-19

6.108 
- New radio buttons for Standard 941 and COVID-19 that appear under the "Federal tax withholding reports - 941 and 941b" checkbox.
- New popup with input fields for 11a-11c, 13a-13d, and 13f. This popup will only appear if the COVID-19 radio button is selected.
- Added new form for COVID-19.

6.101 - Redesigned the Illinois 941 state withholding report to be detailed with totals at the end rather than just being a summary with the totals.
- Added an export option for the Illinois 941 state withholding report.  
- Updated the calculation of the report totals to suppress negative amounts to match the report and export details.  

6.100 - Changed the 941 form to be the 2020 version of the form.  

6.94 - Employees with a supernumerary pay type will now be excluded  

6.90 - Added the signature page for the 941 form and added the 941-V form since it also has some user input data spots.  

6.89 - Modifications to existing fields for the state of Florida as well as a new report and XML file for Florida Reemployment Tax.

6.84 - Updated the State unemployment report process to zero out Voided checks

6.77 - Updated the Federal tax withholding report for 2019 to use the Federal 941 form for page 1  

6.69 - Added an option to create the NC-3 Annual Withholding Reconciliation export file for North Carolina.
- Fixed an issue where the total number of employees with state tax withheld displaying on the report was wrong.

6.64 - Voided checks will not be included when calculating additional medicare for Federal 941.

6.56 - Added the additional medicare to the federal 941 report to show additional medicare taxes for people who have passed the threshold that year. 

6.56 - Updated the process so that when a Pay type is not subject to medicare, we do not subtract the unemployment exempt amount from the medicare totals or when a Pay type is not subject to taxes, we do not subtract the unemployment exempt amount from the taxable totals.

6.36 - SC now has the option to run their old format as well as a test mode to run their new format.

6.34- Updated unemployment report for GA to UX standards; Converted export for GA to new file specifications
- Updated export file for SC to the new CSV format

6.00
- Updated the SC Unemployment Report Layout and file format